Concord Wealth Partners

Est. AUM

$770.5M

13F long equity, this entity only

Positions

207

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR INDEX SHS FDS	STATE STREET SPD	$34.8M	763350	4.52%	SOLE
2	NVIDIA CORPORATION	COM	$34.8M	199553	4.52%	SOLE
3	SSGA ACTIVE TR	STATE STREET BLA	$33.8M	1214293	4.39%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$33.4M	1111212	4.34%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$32.6M	1136477	4.23%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$32.6M	970711	4.23%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$31.7M	541322	4.11%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$22.1M	225580	2.87%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$20.0M	248102	2.59%	SOLE
10	APPLE INC	COM	$17.4M	68551	2.26%	SOLE
11	MICROSOFT CORP	COM	$15.3M	41219	1.98%	SOLE
12	WISDOMTREE TR	US MIDCAP DIVID	$12.5M	237162	1.62%	SOLE
13	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.5M	175675	1.62%	SOLE
14	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$12.0M	284426	1.56%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$11.6M	254362	1.51%	SOLE
16	DIMENSIONAL ETF TRUST	SHORT DURATION F	$11.5M	240977	1.50%	SOLE
17	BROADCOM INC	COM	$10.3M	33359	1.34%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$9.8M	88966	1.28%	SOLE
19	AMAZON COM INC	COM	$9.4M	45065	1.22%	SOLE
20	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$9.2M	122400	1.19%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$9.2M	88738	1.19%	SOLE
22	JPMORGAN CHASE & CO	COM	$9.1M	30773	1.17%	SOLE
23	ALPHABET INC	CAP STK CL A	$8.8M	30596	1.14%	SOLE
24	ISHARES TR	INTL DIV GRWTH	$7.6M	91287	0.99%	SOLE
25	VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.2M	81887	0.94%	SOLE
26	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.2M	89564	0.94%	SOLE
27	ISHARES TR	CORE DIV GRWTH	$7.1M	100594	0.92%	SOLE
28	META PLATFORMS INC	CL A	$6.9M	12126	0.90%	SOLE
29	CATERPILLAR INC	COM	$6.9M	9764	0.90%	SOLE
30	LOCKHEED MARTIN CORP	COM	$6.0M	9946	0.78%	SOLE
31	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$6.0M	176470	0.78%	SOLE
32	EXXON MOBIL CORP	COM	$5.9M	34872	0.77%	SOLE
33	COCA COLA CO	COM	$5.3M	69948	0.69%	SOLE
34	JOHNSON & JOHNSON	COM	$4.9M	20177	0.64%	SOLE
35	APPLIED MATLS INC	COM	$4.7M	13803	0.61%	SOLE
36	GOLDMAN SACHS GROUP INC	COM	$4.7M	5511	0.61%	SOLE
37	CONOCOPHILLIPS	COM	$4.7M	35271	0.60%	SOLE
38	NEXTERA ENERGY INC	COM	$4.6M	49261	0.59%	SOLE
39	CHEVRON CORPORATION	COM	$4.5M	21629	0.58%	SOLE
40	SOUTHERN CO	COM	$4.3M	44835	0.56%	SOLE
41	UNION PAC CORP	COM	$4.2M	17412	0.55%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	45846	0.55%	SOLE
43	HOME DEPOT INC	COM	$4.1M	12499	0.53%	SOLE
44	AMGEN INC	COM	$4.1M	11653	0.53%	SOLE
45	PROSHARES TR	S&P 500 DV ARIST	$4.1M	38497	0.53%	SOLE
46	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$4.1M	80255	0.53%	SOLE
47	MORGAN STANLEY	COM NEW	$3.9M	23693	0.51%	SOLE
48	STEEL DYNAMICS INC	COM	$3.7M	20685	0.48%	SOLE
49	PROCTER & GAMBLE CO	COM	$3.7M	25761	0.48%	SOLE
50	EATON CORP PLC	SHS	$3.7M	10330	0.48%	SOLE

1–50 of 207

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.